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3,771 hedge funds and large institutions have $408B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 423 funds opening new positions, 1,523 increasing their positions, 1,446 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 423 | Existing positions closed: 105

16% more capital invested

Capital invested by funds: $351B → $408B (+$57.3B)

12% more call options, than puts

Call options by funds: $4.53B | Put options by funds: $4.04B

10% more funds holding in top 10

Funds holding in top 10: 504552 (+48)

7% more funds holding

Funds holding: 3,5133,771 (+258)

4.36% more ownership

Funds ownership: 94.63%98.98% (+4.4%)

5% more repeat investments, than reductions

Existing positions increased: 1,523 | Existing positions reduced: 1,446

Holders
3,771
Holders Change
+258
Holders Change %
+7.34%
% of All Funds
54.98%
Holding in Top 10
552
Holding in Top 10 Change
+48
Holding in Top 10 Change %
+9.52%
% of All Funds
8.05%
New
423
Increased
1,523
Reduced
1,446
Closed
105
Calls
$4.53B
Puts
$4.04B
Net Calls
+$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
1001
Chicago Partners Investment Group
Illinois
$10.8M -$427K -1,732 -4%
TS
1002
Tamar Securities
California
$10.8M +$847K +3,435 +9%
GLR
1003
Great Lakes Retirement
Ohio
$10.8M +$539K +2,186 +6%
FEG
1004
Financial Enhancement Group
Indiana
$10.8M +$76.7K +311 +0.8%
PCM
1005
Parsons Capital Management
Rhode Island
$10.8M -$33.5K -136 -0.3%
CA
1006
Clearstead Advisors
Ohio
$10.7M -$10.4M -42,273 -51%
CBT
1007
Central Bank & Trust
Kentucky
$10.7M -$2.71K -11 -0%
PG
1008
Patten Group
Tennessee
$10.7M -$320K -1,297 -3%
VCM
1009
Vision Capital Management
Oregon
$10.7M +$301K +1,223 +3%
PFS
1010
Prospera Financial Services
Texas
$10.6M +$36.7K +149 +0.4%
OA
1011
Oxbow Advisors
Texas
$10.6M -$197K -798 -2%
MCG
1012
McCollum Christoferson Group
New York
$10.6M -$112K -456 -1%
WP
1013
Waycross Partners
Kentucky
$10.6M -$526K -2,136 -5%
SMI
1014
Shelter Mutual Insurance
Missouri
$10.6M
ANBT
1015
American National Bank & Trust
Texas
$10.6M +$454K +1,843 +5%
LWIC
1016
Leith Wheeler Investment Counsel
British Columbia, Canada
$10.6M +$3.05M +12,360 +44%
LSIA
1017
LaSalle St. Investment Advisors
Illinois
$10.5M +$15K +61 +2%
WIC
1018
WealthBridge Investment Counsel
Alberta, Canada
$10.5M -$245K -992 -2%
KCPG
1019
Kavar Capital Partners Group
Kansas
$10.5M +$4.87M +19,775 +96%
TFS
1020
Thoroughbred Financial Services
Tennessee
$10.5M +$1.87M +7,591 +23%
TCM
1021
Traynor Capital Management
Pennsylvania
$10.5M +$115K +468 +1%
LS
1022
Livforsakringsbolaget Skandia
Sweden
$10.5M +$370K +1,502 +4%
BOH
1023
Bank of Hawaii
Hawaii
$10.4M -$378K -1,535 -4%
HT
1024
Heritage Trust
Oklahoma
$10.4M -$25.9K -105 -0.3%
GC
1025
GFG Capital
Florida
$10.4M -$166K -672 -2%